IA

IFP Advisors Portfolio holdings

AUM $3.24B
This Quarter Return
-1.24%
1 Year Return
+8.38%
3 Year Return
+17.08%
5 Year Return
+70.03%
10 Year Return
–
AUM
$3.24B
AUM Growth
+$189M
Cap. Flow
+$252M
Cap. Flow %
7.76%
Top 10 Hldgs %
14.64%
Holding
4,794
New
240
Increased
1,448
Reduced
1,101
Closed
454

Top Buys

1
$25M
2
$19.1M
3
$16M
4
$14.2M
5
$14M

Top Sells

1
$30.6M
2
$11.1M
3
$10.5M
4
$9.93M
5
$9.46M

Sector Composition

1Technology10.66%
2Financials4.61%
3Healthcare3.7%
4Consumer Discretionary3.47%
5Industrials3.27%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.81M0.06% 18,209
-12,396
-41%
-$1.23M
$1.81M0.06% 84,235
+12,238
+17%
+$263K
$1.8M0.06% 8,698
+8,627
+12,151%
+$1.79M
$1.79M0.06% 8,120
+478
+6%
+$106K
$1.79M0.06% 48,618
-998
-2%
-$36.8K
$1.79M0.06% 41,097
-930
-2%
-$40.4K
$1.78M0.05% 53,454
-15,994
-23%
-$532K
$1.78M0.05% 10,438
+194
+2%
+$33K
$1.76M0.05% 29,425
+22,244
+310%
+$1.33M
$1.76M0.05% 22,441
+478
+2%
+$37.4K
$1.76M0.05% 85,704
+9,019
+12%
+$185K
$1.75M0.05% 26,844
+14,624
+120%
+$954K
$1.75M0.05% 11,111
+5,328
+92%
+$839K
$1.75M0.05% 8,337
+5,209
+167%
+$1.09M
$1.74M0.05% 7,149
+376
+6%
+$91.7K
$1.74M0.05% 34,335
+6,879
+25%
+$349K
$1.72M0.05% 51,738
-17,174
-25%
-$570K
$1.71M0.05% 29,176
-26,908
-48%
-$1.58M
$1.71M0.05% 64,347
+4,392
+7%
+$117K
$1.7M0.05% 84,846
-3,296
-4%
-$66.2K
$1.7M0.05% 2,506
-1,374
-35%
-$934K
$1.7M0.05% 39,219
+3,980
+11%
+$173K
$1.7M0.05% 30,853
-11,309
-27%
-$623K
$1.69M0.05% 61,671
+3,898
+7%
+$107K
$1.68M0.05% 16,675
+8,570
+106%
+$865K
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